Lesko Financial Services, Inc.

As an independent brokerage firm, Lesko has access to nearly all load and no-load mutual fund families, insurance and variable annuity companies enabling us to provide investment opportunities as diverse as you need them to be. The result…unbiased advice and broad flexibility.
 
In the retirement planning environment, Lesko Financial Services, Inc. is the area’s leader in 403(b) not-for-profit and educational institution supplemental retirement plans. In fact, our expertise and state-of-the-art proprietary software serve the needs of eighty school districts, colleges, libraries, daycare centers, hospitals and other non-profit organizations in southern New York and northern Pennsylvania, whose employees total more than 16,000.
 
Perhaps even more impressive is the confidence placed in Lesko by none other than those brokers and dealers who compete for its business. Currently, twelve of these local competitors contract with Lesko Financial Services, Inc. to provide their own clients with the same level of professional back office support Lesko clients enjoy.

"The tradition continues...Lesko listens"

Securities offered through Lesko Securities, Inc.
Registered Broker-Dealer, Member FINRA & SIPC

Disclaimer
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

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